Research center

The map for public investment data

Understand the advisers, representatives, funds, offerings, portfolios, filings, holdings, identifiers, and methods behind public investment data.

Data12 dataset guides

Advisers, private and registered funds, offerings, portfolios, holdings, and native identifiers.

Explore datasetsDefinitions9 core terms

Investment advisers, institutional ownership, AUM, CRD, CIK, CUSIPs, and reporting dates.

Open glossaryResearch guides9 deep guides

Look up records, understand filing requirements, track deadlines, and compare related concepts.

Read guidesTrust5 public policies

Sources, normalization, entity resolution, freshness, and corrections.

Review methodology

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How adviser and holdings records fit together

Form ADV describes an adviser’s registration and business. Form 13F reports specified institutional holdings. CRD and CIK identify different record families, and neither regulatory AUM nor 13F value represents a complete portfolio.

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